Sales Portal
Sales Portal is now a LexisNexis product!
MarshBerry, the nation’s leading management consulting firm, owns and operates a world class,
innovative, web-based tool that automates all three aspects of sales management. The aggregate
revenue of the current users on the system totals over $950 M in commission income
(over $7.6 B in Premium). References from power users ranging in commission revenue from $300 K
to $50 M are available upon request.
Sales Portal combines Lead Management, Pipeline Management, and Service Timeline &
Stewardship Reporting in one, easy to use technology.
Lead Management
- Account Importing Capability
- Searchable Data Fields
- Campaign Management
- Pre-Appointment Activity Tracking
- Outlook Integration
Pipeline Management
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Service Timeline
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- Appointment Tracking
- Carrier Integration Tracking
- Inter Agency Referral Tracking
- Commission Sharing
- Closed Business Reports
- Forecasting Data
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- Customized, Branded Stewardship Documents
- Activity Tracking & Reminders
- Service Compliance Scoring & Accountability
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Learn more about the MarshBerry Sales Portal by visiting https://salesportal.marshberry.com
For more information or assistance with this service, please Contact Us.